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VTESVTES
Showing 8 of 13 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in VANGUARD WELLINGTON FD

COMMONWEALTH EQUITY SERVICES, LLC holds 83,629 shares of VTES (VANGUARD WELLINGTON FD), worth $8.5M as of 2026-Q2. The position was decreased (-2.2% shares). VTES represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$8.5M

Current Shares

83,629

Total Value Change

+$7.2M

Total Shares Change

+70,797

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
83,629
-2.2%
$8.5M0.0%$100.86
0
2026-Q1
Decreased
85,535
-2.4%
$8.7M0.0%$100.03
0
2025-Q4
Increased
87,640
+180.3%
$8.9M0.0%$100.01
44
2025-Q3
Decreased
31,265
-10.6%
$3.2M0.0%$99.43
0
2025-Q2
Decreased
34,968
-1.4%
$3.5M0.0%$97.77
0
2025-Q1
Increased
35,452
+89.0%
$3.6M0.0%$96.69
42
2024-Q4
Increased
18,759
+46.2%
$1.9M0.0%$95.99
35
2024-Q3
Increased
12,832
+35.3%
$1.3M0.0%$96.15
33

Other major holders of VTES: MERCER GLOBAL ADVISORS INC /ADV

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